13F History

Valeo Financial Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 30, 2025
Value $: $3.41B
Signature - Title: Connor Skelly - Chief Compliance Officer
Location: Carmel, IN
Summary: This page shows a list of all the recent 13F filings made by Valeo Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valeo Financial Advisors, LLC reported 690 stock holdings with total value $3.41B as of Q4 2024. Top holdings included SPY, IJR, IJH, AAPL, and IEMG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	690	$3.41B	+$230M	-$64.9M	+$165M	SPY, IJR, IJH, AAPL, IEMG	13F-HR	1/30/2025, 10:50 AM
Q3 2024	691	$3.2B	+$213M	-$73.2M	+$140M	SPY, IJR, IJH, IEMG, AAPL	13F-HR	10/10/2024, 10:18 AM
Q2 2024	658	$2.92B	+$234M	-$56.6M	+$177M	SPY, IJR, IEMG, AAPL, RSP	13F-HR	7/10/2024, 03:06 PM
Q1 2024	651	$2.51B	+$255M	-$35.5M	+$220M	SPY, IJR, IEMG, RSP, AAPL	Restatement	4/25/2024, 10:50 AM
Q4 2023	636	$2.22B	+$89.5M	-$70.9M	+$18.6M	SPY, IJR, RSP, AAPL, IVV	13F-HR	1/29/2024, 09:36 AM
Q3 2023	621	$1.56B	+$122M	-$31.9M	+$90.5M	IJR, RSP, AAPL, IVV, MSFT	13F-HR	10/19/2023, 08:25 PM
Q2 2023	594	$1.93B	+$77.8M	-$117M	-$39.4M	SPY, IJR, AAPL, RSP, IVV	13F-HR	7/14/2023, 10:51 AM
Q1 2023	618	$1.8B	+$218M	-$51.3M	+$167M	SPY, IJR, RSP, AAPL, IVV	13F-HR	4/17/2023, 11:41 AM
Q4 2022	544	$1.58B	+$170M	-$56.1M	+$114M	SPY, IJR, RSP, AAPL, IVV	13F-HR	2/9/2023, 10:05 AM
Q3 2022	485	$1.31B	+$140M	-$64.4M	+$75.5M	SPY, IJR, RSP, AAPL, IVV	13F-HR	10/31/2022, 10:06 AM
Q2 2022	484	$1.36B	+$71.8M	-$115M	-$43.3M	SPY, IJR, RSP, AAPL, IVV	13F-HR	8/3/2022, 09:13 AM
Q1 2022	585	$1.74B	+$226M	-$35.7M	+$190M	SPY, IJR, VCSH, AAPL, RSP	13F-HR	4/28/2022, 07:49 AM
Q4 2021	544	$1.68B	+$69.7M	-$72.5M	-$2.77M	SPY, IJR, VCSH, AAPL, RSP	13F-HR	1/7/2022, 11:34 AM
Q3 2021	531	$1.44B	+$130M	-$43.5M	+$86.5M	SPY, IJR, AAPL, VWO, RSP	13F-HR	11/2/2021, 10:45 AM
Q2 2021	458	$1.35B	+$66.4M	-$687M	-$620M	SPY, IJR, VWO, AAPL, RSP	13F-HR	7/22/2021, 08:27 AM
Q1 2021	1,893	$1.85B	+$87.5M	-$23.3M	+$64.2M	SPY, IVV, AMZN, IJR, VWO	13F-HR	4/12/2021, 08:12 AM
Q4 2020	1,626	$1.35B	+$451M	-$42.2M	+$409M	SPY, IVV, IJR, VWO, IWD	13F-HR	2/11/2021, 09:41 AM
Q3 2020	1,519	$1.14B	+$89.9M	-$99.1M	-$9.21M	SPY, VCSH, IJR, VWO, AAPL	13F-HR	10/28/2020, 08:25 AM
Q2 2020	1,939	$1.09B	+$87.9M	-$27.6M	+$60.3M	SPY, VCSH, IJR, VWO, AAPL	13F-HR	7/20/2020, 07:32 AM
Q1 2020	1,726	$926M	+$106M	-$40.7M	+$65.1M	SPY, VCSH, IJR, VWO, IVV	13F-HR	4/13/2020, 11:01 AM
Q4 2019	1,602	$1.02B	+$65.2M	-$16M	+$49.2M	SPY, IJR, VCSH, VWO, AAPL	13F-HR	1/24/2020, 09:07 AM
Q3 2019	1,525	$898M	+$65.9M	-$30.6M	+$35.3M	SPY, VCSH, IJR, VWO, AAPL	13F-HR	10/15/2019, 10:33 AM
Q2 2019	1,528	$873M	+$54.5M	-$25.4M	+$29.1M	SPY, IJR, VWO, VCSH, AAPL	13F-HR	7/10/2019, 10:04 AM
Q1 2019	1,529	$822M	+$64M	-$34M	+$30M	SPY, VWO, IJR, VCSH, AAPL	13F-HR	4/12/2019, 09:55 AM
Q4 2018	1,452	$712M	+$45M	-$21.4M	+$23.5M	SPY, VWO, VCSH, IJR, AAPL	13F-HR	1/30/2019, 02:38 PM
Q3 2018	1,754	$715M	+$69.6M	-$18.8M	+$50.8M	SPY, VWO, VCSH, IJR, AAPL	13F-HR	11/1/2018, 08:45 AM
Q2 2018	1,589	$705M	+$103M	-$40.1M	+$63.3M	SPY, VWO, VCSH, IJR, AAPL	13F-HR	8/14/2018, 09:36 AM
Q1 2018	1,525	$623M	+$53.4M	-$27.6M	+$25.9M	SPY, VWO, VCSH, AAPL, VXUS	13F-HR	4/12/2018, 01:33 PM
Q4 2017	1,374	$609M	+$164M	-$12.6M	+$152M	SPY, VWO, VCSH, AAPL, IVV	13F-HR	2/9/2018, 01:18 PM
Q3 2017	1,167	$436M	$0	$0		SPY, VWO, VCSH, AAPL, JPM	Restatement	11/15/2017, 09:39 AM

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